WIAD16-Chicago-1of2

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WORLD IA DAY 2016 LOCATION
CHICAGO

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WORLD IA DAY 2016
WHAT IS WORLD IA DAY?

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WORLD IA DAY 2016
WORLD INFORMATION ARCHITECTURE DAY (WIAD)
• A one-day annual celebration hosted by the Information Architecture
Institute and held simultaneously in dozens of locations across
the globe.
• Every year we pick a new theme relevant to the discipline and open a
call for locations. Anyone can submit and bring this amazing
celebration to their hometown.

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WORLD IA DAY 2016
WHAT IS IA?

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WORLD IA DAY 2016
INFORMATION ARCHITECTURE (IA)
• A practice dedicated to bringing understanding and order to the
chaos that is the information that we produce in our everyday lives.

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WORLD IA DAY 2016
“We are a global non-profit volunteer organization focused on
empowering local communities to shape the global practice of
information architecture.”
We need your support to keep events like World IA Day going:
• Become a Member Today
• Send a Donation via Paypal (IAInstitute.org)

WORLD IA DAY 2016
IA INSTITUTE BOARD OF DIRECTORS
ABBY COVERT
President of IAI
DAN KLYN
Interim Treasurer
LARA FEDOROFF
Communications Director
JUDY SIEGEL
Development Director
ERIN STRATOS
Events Director

WORLD IA DAY 2016
GLOBAL WIAD LEADERSHIP TEAM
CHRIS BOVARD
AV Director
CLEMENTINA GENTILE
Regional Director
SAMANTHA RADDATZ
Regional Director
WHITNEY QUESENBERY
Accessibility Director
CAROLINA LESLIE
Regional Director
FRANCES YLLANA
Creative Director
JOSÉ RENÉ GUTIÉRREZ
ÁLVAREZ
Social Media Director
DAVID PETER SIMON
Global Executive Producer
KAMARIA CAMPBELL
Regional Director

WORLD IA DAY 2016
THANKS TO OUR LOCAL VOLUNTEER TEAM
HARRISON WILLIAMS IV LAURA PETERS CARYN WILLE

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WORLD IA DAY 2016
THANKS TO OUR
GLOBAL SPONSORS

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WORLD IA DAY 2016
GIVEAWAYS
Balsamiq | balsamiq.com | @balsamiq
3 months access to all attendees to mybalsamiq
(Code: BQUX021605)
Invision | invisionapp.com | @invisionapp
3 months free, full license, for all attendees
O‘Reilly | oreilly.com | @oreillymedia
Free digital copies of the polar bear book and 40% coupon
for the physical copy for all WIAD attendees
Proto.io | proto.io | @protoio
60-day fully working license for all attendees
UIE | aycl.uie.com | @UIE
48-hour access to any seminar in the UIE library
(can be redeemed at any time)
User testing | usertesting.com | @usertesting
2 complimentary tests per WIAD attendee
(Code: WIAD2016)
IA Summit 2016 | iasummit.org | @IAsummit
$50 off attendance fee, Atlanta, Georgia May 4–8, 2016
(Code: WIAD50)

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WORLD IA DAY 2016
THANKS TO OUR
LOCAL SPONSORS

WORLD IA DAY 2016
2016 = 5 YEARS

WORLD IA DAY 2016
AFRICA / JOHANNESBURG, SOUTH AFRICA EUROPE / BRISTOL, UNITED KINGDOM /
COPENHAGEN, DENMARK / GHENT, BELGIUM / ISTANBUL, TURKEY / JÖNKÖPING,
SWEDEN / LJUBLANA, SLOVENIA / LONDON, UNITED KINGDOM / LYON, FRANCE /
PALERMO, ITALY / PESCARA, ITALY / PRAGUE, CZECH REPUBLIC / ROME, ITALY / ST.
PETERSBURG, RUSSIA / ZÜRICH, SWITZERLAND / ASIA-PACIFIC / TOKYO, JAPAN /
BENGALURU, INDIA / DEPOK, INDONESIA / MANILA, PHILLIPPINES / MELBOURNE,
AUSTRALIA / SINGAPORE / NORTH AMERICA / MEXICO CITY, MEXICO / CANADA /
MONTRÉAL / OTTAWA / TORONTO / UNITED STATES / ANN ARBOR, MICHIGAN /
ATLANTA, GEORGIA / AUSTIN, TEXAS / BOISE, IDAHO / BOSTON, MA /
CHATTANOOGA, TENNESSEE / CHICAGO, ILLINOIS / DENVER, COLORADO / DES
MOINES, IOWA / HOUSTON, TEXAS / KENT, OHIO / LOS ANGELES, CALIFORNIA /
MIAMI, FLORIDA / MILWAUKEE, WISCONSIN / NEW YORK CITY, NEW YORK /
PHILADELPHIA, PA, UNITED STATES / PHOENIX, ARIZONA / PITTSBURGH,
PENNSYLVANIA / RICHMOND, VIRGINIA / SAN ANTONIO, TEXAS / SAN FRANCISCO,
CALIFORNIA / SEATTLE, WASHINGTON / TAMPA BAY, FLORIDA / WASHINGTON D.C. /
MIDDLE EAST / BEIRUT, LEBANON / DUBAI, UNITED ARAB EMIRATES / TEHRAN, IRAN /
SOUTH AMERICA / BOGOTA, COLOMBIA / LIMA, PERU / MENDOZA, ARGENTINA / RIO
DE JANEIRO, BRAZIL / SAN JOSE, COSTA RICA / SAO PAULO, BRAZIL / 2016

WORLD IA DAY 2016
TODAY WE CELEBRATE IA IN
57 locations. 28 countries.
6 continents.

WORLD IA DAY 2016
HELP US SHOW THERE ARE
ARCHITECTS EVERYWHERE
BY USING #WIAD16

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WORLD IA DAY 2016
WE ARE COMMITTED TO YOUR SAFETY
RULES OF CONDUCT
• We do not tolerate harassment of participants, speakers or volunteers in any form.
• Our local teams are dedicated to providing a harassment-free experience for everyone, regardless of gender, age, sexual
orientation, disability, physical appearance, body size, race, or religion (or lack thereof).
• Sexual language and imagery is not appropriate in any context revolving around World IA Day, including talks, parties, social
media and other online media.
• If anyone in the World IA Day community engages in any of the aforementioned behavior, the local organizer or Global team
may take any action they deem appropriate, from warning the offender to immediately expelling the offender from World IA
Day service or attendance.
• If you are being harassed, notice that someone else is being harassed, or have any other concerns regarding the conduct of
our global team, local teams, speakers, or attendees, please contact safety@worldiaday.org
• More Information on our code of conduct can be found here: http://2016.worldiaday.org/code-conduct/

WORLD IA DAY 2016
LET’S DO THIS!

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WORLD IA DAY 2016
TODAY’S AGENDA
10:30 AM
10:40 AM
11:20 AM
11:35 AM
12:20 PM
1:50 PM
2:40 PM
3:00 PM
3:40 PM
4:00 PM
4:40 PM
4:50 PM
WELCOME
SESSION 1: ANIJO MATHEW
BREAK
SESSION 2: DAVID HARRELL
LUNCH
SESSION 3: SAM SPICER
BREAK
SESSION 3: GOLLI HASHEMIAN
BREAK
SESSION 3: JOE JUHNKE
CLOSING
MEET & GREET

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WORLD IA DAY 2016
RAFFLE #1:

WORLD IA DAY 2016
THANK YOU.
QUESTIONS?
PLEASE CONTACT:
TRENT SHERRELL
UX DESIGNER, GOGO
TRENT@TSHERRELL.COM | TWITTER: @TSHERRELL

WORLD IA DAY 2016
ANIJO MATHEW

WORLD IA DAY 2016 HYPERLOCAL MATERIALISM

Physical Space

Physical Space
Hertzian Space

350 million photos
are uploaded to
facebook everyday
Over 6 billion hours
of video are watched
each month on
YouTube
1.2 billion photos are
liked on Instagram
everyday
20 billion posts on tumblr
till date (55 million posts
everyday)

technology place
information
people

information architecture

when anything is an interface?

hyperlocal materialism

hyperlocal materialism?
What is

launched November 2015

~1000 users, ~3200 adventures

launched November 2015
---
paid adventures Spring 2016
other cities Summer 2016

PROBOSCIS INC (THE “COMPANY”) HAS PREPARED THIS PRESENTATION FOR INFORMATIONAL
PURPOSES ONLY. IT IS BEING DELIVERED TO YOU ON A CONFIDENTIAL BASIS SOLELY FOR YOUR
USE IN CONSIDERATION OF A POSSIBLE INVESTMENT IN THE COMPANY. BY ACCCEPTING THIS
PRESENTATION, OR REVIEWING ITS CONTENTS WITH THE COMPANY, YOU ACKNOWLEDGE AND
AGREE THAT ALL OF THE INFORMATION CONTAINED HEREIN AND NOT ALREADY IN THE PUBLIC
DOMAIN IS CONFIDENTIAL INFORMATION OF THE COMPANY, AND THAT YOU WILL NOT USE,
DISCLOSE OR OTHERWISE REPRODUCE OR DISTRIBUTE ANY SUCH INFORMATION, IN WHOLE OR
IN PART, WITHOUT THE COMPANY’S PRIOR WRITTEN CONSENT.
THIS PRESENTATION DOES NOT PURPORT TO BE COMPLETE OR ALL-INCLUSIVE, NOR SHOULD THE
CONTENTS OF THIS PRESENTATION BE CONSTRUED AS INVESTMENT, LEGAL OR TAX ADVICE. IF
YOU ARE INTERESTED IN A POSSIBLE INVESTMENT IN THE COMPANY, YOU, ALONG WITH YOUR
LEGAL AND TAX ADVISORS, SHOULD CONDUCT YOUR OWN INVESTIGATION AND ANALYSIS OF THE
COMPANY AND THE PROPOSED INVESTMENT TERMS, INCLUDING THE MERITS AND RISKS
INVOLVED AND THE LEGAL AND TAX CONSEQUENCES OF SUCH AN INVESTMENT. THE COMPANY
MAKES NO REPRESENTATIONS OR WARRANTIES AS TO THE ACCURACY OR COMPLETENESS OF
ANY OF THE INFORMATION INCLUDED IN THIS PRESENTATION, INCLUDING ANY PROJECTIONS OR
HYPOTHETICAL INFORMATION CONTAINED HEREIN, AND THE COMPANY HAS NO LIABILITY FOR
ANY REPRESENTATIONS OR WARRANTIES, WHETHER EXPRESS OR IMPLIED, CONTAINED IN, OR
FOR ANY OMISSIONS FROM, THIS PRESENTATION OR ANY OF THE WRITTEN OR VERBAL
COMMUNICATIONS TO YOU IN THE COURSE OF YOUR EVALUATION OF THE COMPANY.

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WORLD IA DAY 2016
RAFFLE #2:
PRO LICENSE

WORLD IA DAY 2016
DAVID HARRELL

WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
HEADER OPTION
SUB HEAD OR SHORT DESCRIPTION
Some kind of explanatory text, reference or footnote can go here and wrap to two lines, if needed.
Some kind of illustration or image?
MEANINGFUL DATA
VISUALIZATION FOR
INVESTMENT ANALYSIS

HEADER OPTION
SUB HEAD OR SHORT DESCRIPTION
Some kind of explanatory text, reference or footnote can go here and wrap to two lines, if needed.
Some kind of illustration or image?
DAVID HARRELL
SENIOR PRODUCT MANAGER FOR RESEARCH INTEGRATION
MORNINGSTAR, INC.

Fundamental
Analysis
Technical
Analysis

FUNDAMENTAL ANALYSIS
• Based on fundamental facts about a business—sales, earnings, dividend
prospects, etc.
• Looks beyond simple price fluctuations, places performance in context using
meaningful comparisons
• Seeks to understand the relationship between the security price and the
underlying business

LENSES FOR INVESTING
• A lens is a Morningstar philosophy or viewpoint on an aspect of investing
• Lenses are, ideally, fully extendable:
Securities  Funds  Portfolios  Indexes  Markets

WHAT’S IN A NAME?
• The previous standard for categorizing mutual funds was inadequate –
Aggressive Growth, Growth and Income, Equity Income, etc.
• Name and prospectus-based classifications did not serve investors well
• A lack of consistency and transparency

INVESTMENT “STYLE” AS A LENS
Two dimensions: Size and Valuation

THE MORNINGSTAR STYLE BOX
• A framework for analyzing funds based on what they contained –
fundamental analysis of funds
• A more logical way to categorize funds
• A better way to evaluate and rate funds

WHAT’S IN A NAME?
• T. Rowe Price Mid-Cap Growth
• Schwab U.S. Large-Cap Growth ETF
• Vanguard Small-Cap Value Index

BEYOND NINE SEGMENTS
A more granular approach:

QUARTERLY STYLE-BASED PERFORMANCE

INDEXES AND A MARKET BAROMETER

ANOTHER LENS: VALUATION
• The heart of Morningstar’s analytic framework for individual stocks
• Is a company worth the price that the market is asking for its shares?
• Our valuation-based stock ratings aim to answer that question

19TH CENTURY DATA VISUALIZATIONS
http://www.handsomeatlas.com/
POPULATION PYRAMIDS

HISTOGRAMS
http://www.statpics.blogspot.com/

IS IT BETTER THAN A BAR CHART?

UX AND VISUAL DESIGN
Kyra Foster, Angela Diebolt, Philip Burton, Cocu Liu,
Zach Sherwood, Alex Skoirchet, Renee Benz, Woody Li, Matt
Jankowski, David Szef, Alexander Hayashi, and many more!

THANK YOU.
Questions?
David Harrell
david.harrell@morningstar.com
@davidharrell

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WORLD IA DAY 2016
RAFFLE #3:

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WORLD IA DAY 2016
RAFFLE #4:
PERPETUAL LICENSE

WIAD16-Chicago-1of2

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